manager-image

Home
About
Learn
Plan
Invest
Login
- CuVantis Wealth Portal
- TD Ameritrade Account Login
Contact

Non-deposit investment advisory products and services are offered through CuVantis Wealth Planning, LLC, (“CuVantis”), a California Registered Investment Advisor. Credit Unions have contracted with CuVantis to make non-deposit investment advisory products and services available to credit union members. Investments offered through CuVantis are not federally insured, are not guarantees or obligations of the credit unions, and may involve investment risk including possible loss of principal. Investment Representatives are registered as Investment Adviser Representatives of CuVantis. Advisory services are only offered to clients or prospective clients where CuVantis and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes from sources believed to be reliable, however, no warranty is made regarding the accuracy or timeliness of the information contained herein. Nothing in this site should be considered tax, legal, or accounting advice, nor as a solicitation to buy, sell or engage in any securities transaction or financial planning or investment strategy. Strategy overviews are for descriptive purposes only and do not consider any individual’s particular investment objectives, tolerance for risk or financial situation, and as such may not be suitable for all investors. Past performance is no guarantee of future returns.

For a complete description of investment risks, fees and services, please review the CuVantis firm brochure (ADV Part 2A) which is available from your Investment Adviser Representative or by contacting CuVantis at info@cuvantis.com or (619) 535-7680. Additional information about CuVantis is also available on the SEC’s website at www.adviserinfo.sec.gov

Check the background of your financial professional on FINRA’s BrokerCheck.

Custodian Fee Schedule

Business Continuity Plan Summary

Privacy Policy